Fees

  • Fee Based-
    • Best for clients who want flexibility of investment options and tax efficiency.
    • 0.35%-0.90% (depending on account size)
  • Commission Based-
    • Best for clients who are comfortable investing in a single mutual fund company.
    • 0%-5.75% (depending on investment amount)
  • Fee Only-
    • Best for clients who are looking for expert advice on managing their own finances.
    • Hourly $250/hr (3 hour minimum)
      • High Level Financial Planning
    • Flat Fee $2500
      • Detailed Financial Planning

As CFP® professionals, we uphold fiduciary standards when giving planning and investment advice.